claude-codeClaude Code

Connect Claude Code to YNAB

Run Claude Code as a hosted agent in NoClick with YNAB wired into its tools handle. It can use YNAB directly while it works. No glue code, nothing to install. Click below to open a ready-to-run agent and connect your account.
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Opens a workflow with 25 tools ready to use.

Set up in minutes

The open button drops you into a guided setup. It asks exactly this, nothing else:
  1. Choose where it runs

    On your computer through your own Claude Code, or hosted in the cloud. The rest of setup adapts to your choice:

  2. Pick what it can do in YNAB

    A preset of real YNAB operations. Each one becomes a tool the agent can call, and it can't touch anything outside the list.

  3. Connect YNAB

    One sign-in. The agent acts through your account, scoped to the operations you picked.

  4. Add your personal MCP link

    The last step mints a private MCP URL for this agent and walks you through exactly this, with your real link filled in. The page flips to Connected the moment your Claude Code first calls in. Claude Code connects when a session starts — run claude, or restart a running one.

    Run this in your terminal

    $claude mcp add --transport http noclick https://mcp.noclick.app/s/<your-link>

    <your-link> is your personal server URL — setup mints it for you.

Tools Claude Code gets

Pick the operations you want and each becomes a tool the agent can call directly while it works.

YNAB

25 tools
Get User

Read the authenticated YNAB user ID.

List Plans

List the connected account's plans.

Get Plan

Read a plan with its accounts, categories, transactions and server knowledge.

List Accounts

List plan accounts and balances in milliunits.

Get Account

Read one plan account.

Create Account

Create an account with an opening balance in milliunits.

List Categories

List category groups with their categories.

Get Category

Read one category for the current month.

Update Category

Rename a category and optionally update its note or target.

Update Month Category

Assign an amount to a category for a specific month.

List Payees

List the plan's payees, including transfer payees.

Update Payee

Rename a payee.

List Months

List monthly summaries and server knowledge.

Get Month

Read a month's income, spending and categories.

List Transactions

List transactions with date, review-state and delta filters.

List Account Transactions

List transactions for one account with the same filters as plan transactions.

Get Transaction

Read one transaction, including subtransactions.

Create Transaction

Create one transaction; an import ID can prevent duplicate imports.

Update Transaction

Update a transaction's memo and optionally its amount, category or review state.

Delete Transaction

Delete the selected transaction.

List Scheduled Transactions

List future and recurring transactions.

Get Scheduled Transaction

Read one scheduled transaction.

Create Scheduled Transaction

Create a future or recurring transaction.

Update Scheduled Transaction

Update a scheduled transaction with its account and next date.

Delete Scheduled Transaction

Delete the selected scheduled transaction.

About Claude Code

Claude Code is Anthropic's command-line coding agent. In NoClick you run it as a hosted agent and connect your real apps to its tools handle, so it does far more than write code. Wire in an integration and Claude Code can read and act on Slack, Linear, your database, and more on its own, calling each one as a tool while it works. It is the same capable agent, pointed at your actual workflows instead of a sandbox.
Careful multi-step planning before it acts
Reliable on long, structured tasks
Reads context thoroughly before making changes
Comfortable across code, data, and APIs

Frequently asked questions

More ways to connect

Open your Claude Code agent in one click.

NoClick runs Claude Code for you with YNAB wired in as tools. Connect your account and run.